Registrations Tab
This section describes the fields and actions on the Registrations tab of the Expenses workspace.
Tab Fields
Field | Description |
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Entry Date | Enter a date for this expense. |
Favorite | In this field, you can select a favorite.
Note: Choosing a favorite may change other details specified for the expense sheet line, such as the job or task.
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Job No. | Use this or the
Job Name field to specify the job for which you are incurring the expense.
Filling out one field will auto-populate the other. |
Job Name | Use this or the
Job No. field to specify the job for which you are incurring the expense.
Filling out one field will auto-populate the other. |
Task | Enter the task assigned to the specified expense. |
Description | Enter a description for the task specified on the current line. |
Quantity | Specify the number of units of the current activity for which an expense is incurred. |
Unit Price | Enter the price per unit. |
Tax Code 1-3 | In these fields, select a G/L tax code to apply to the current line. |
Tax Amount 1-3 | These fields display the taxed amount according to the selected code in the Tax Code 1-3 fields. |
Currency | Enter the currency in which the expense was incurred. |
Amount | This field displays the total expense amount for the current activity in the currency chosen in the Currency field. The amount is calculated as the value in the Quantity field multiplied by the value in the Unit Price field. |
Just. Req. | This field is checked if the user is required to enter a justification for that expense line.
Whether this field is checked depends on setup performed outside of the Maconomy web client. |
Receipt | Use this field to attach a receipt to the current expense sheet line.
You can attach a document from your local storage, or select one from those already uploaded to the Receipts tab of this workspace. |
Tab Actions
Button | Description |
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The
Row Tools icon allows you to add lines/information to the lines of a record.
For lines in the Registrations tab, choose from the following actions:
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+ Add Expense Sheet Line | Click this action to add another entry line to the bottom of the expense sheet. |
Click to export the rows from the current table to a spreadsheet.
Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
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Click to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. | |
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Click to maximize the table view.
Click to restore the default display size of the table. |
Click to open the Customize Columns window. |
Justification Part Fields
Field | Description |
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Heading | The values available in the drop-down list depend on the task specified on the expense sheet line.
Select the appropriate value for the expense. For example, if you specified "Hotel" in the Task field on the expense sheet line, select the value "Hotel Name" here. If the Just. Req. field is checked, this field is required. |
Value | The values available in the drop-down list depend on the task specified on the expense sheet line.
Select the appropriate value for the expense. For example, if you specified "Hotel" in the Task field on the expense sheet line, select the name of the hotel here. If the Just. Req. field is checked, this field is required. |
Date | Enter the date the specific expense was incurred.
If the Just. Req. field is checked, this field is required. |
- Related Topics:
- Document Assistant
Use this assistant to view and download documents.